Overview
Assets Under Management: $259 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 34
Average Client Assets: $4 million
Frequently Asked Questions
DOVETAIL FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311298), DOVETAIL FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
DOVETAIL FINANCIAL GROUP LLC is headquartered in WILMINGTON, NC.
DOVETAIL FINANCIAL GROUP LLC serves 34 high-net-worth clients according to their SEC filing dated May 09, 2025. View client details ↓
According to their SEC Form ADV, DOVETAIL FINANCIAL GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
DOVETAIL FINANCIAL GROUP LLC manages $259 million in client assets according to their SEC filing dated May 09, 2025.
According to their SEC Form ADV, DOVETAIL FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 882
Discretionary Accounts: 873
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 311298
Filing ID: 1988724
Last Filing Date: 2025-05-09 16:31:00
Website: https://dovetailfin.com